BD
Blake R. Dunlop
BENJAMIN F. EDWARDS WEALTH MANAGEMENT
St. Louis, MO 63105
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CRD#: 1276883
BD
Professional summary
Blake Robert Dunlop is a registered financial advisor currently at BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC located in St. Louis, Missouri and BENJAMIN F. EDWARDS & COMPANY, INC. located in Clayton, Missouri.
Blake is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Blake has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 7, Series 9, Series 10 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)VICE PRESIDENT - ST. LOUIS BLUES ALUMNI ASSOCIATION, 1401 CLARK AVENUE, ST. LOUIS, MO 63101. HOLDS TITLE AS VICE PRESIDENT. DUTIES: FACILITATE MISSION OF ST. LOUIS BLUES ALUMNI, CONTROL OVER INVESTMENT DECISIONS. WORKS 4 HOURS PER MONTH AND 0 DURING TRADING HOURS. 2)BOARD MEMBER/INVESTOR (12%) - 4 HANDS BREWING CO. LLC (MICRO-BREWER) LOCATED IN ST. LOUIS, MO. NON-INVESTMENT RELATED.START DATE 2-4-11. ZERO HOURS PER MONTH/DURING MARKET HOURS. 3)DUNLOP INVESTMENT GROUP, LLC - 1 N. BRENTWOOD BLVD, SUITE 510, CLAYTON, MO 63105. INVESTMENT-RELATED, 50% OWNER, INVESTMENT ADVICE - ADVISING CLIENTS WITH INVESTMENT DIRECTION AND IMPLEMENTATION. PARTICIPATION START DATE: 02/25/2019, 160 HOURS PER MONTH DURING TRADING HOURS. 4)PROPER HANDS LLC - DIRECTOR - ST. LOUIS, MO, START DATE: 06/15/2021, 0 HOURS PER MONTH/DURING MARKET HOURS, NON-INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
Click below to view Blake Robert Dunlop's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 25, 2019 - Present
BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC
Office #1: One North Brentwood Blvd. Suite 850, St. Louis, MO 63105RIA
CRD#: 297750
St. Louis, MO
Current
September 24, 2010 - Present
BENJAMIN F. EDWARDS & COMPANY, INC.
Office #1: 1 N. Brentwood Blvd. Suite 510, Clayton, MO 63105RIA
BD
CRD#: 146936
Clayton, MO
Past
September 28, 2010 - February 26, 2019
BENJAMIN F. EDWARDS & COMPANY, INC.
RIA
CRD#: 146936
WHITEFISH, MT
Past
January 1, 2008 - September 27, 2010
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
CLAYTON, MO
Past
July 26, 1984 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
CLAYTON, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC
BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC | EDWARDS WEALTH MANAGEMENT
CRD#: 297750 / SEC#: 801-113797
RIA
Registered Investment Advisory firm - (8/6/2018 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(10/15/2010)
RR
Arkansas(1/5/2012)
RR
California(9/24/2010)
RR
Colorado(9/24/2010)
RR
Connecticut(6/3/2014)
RR
Florida(9/24/2010)
RR
Georgia(3/3/2022)
RR
Illinois(9/24/2010)
RR
Kentucky(9/24/2010)
RR
Maryland(9/24/2010)
RR
Massachusetts(5/7/2013)
RR
Michigan(9/24/2010)
RR
Minnesota(9/24/2010)
RR
Missouri(9/24/2010)
IAR
Missouri(2/25/2019)
RR
Montana(9/24/2010)
IAR
Montana(2/18/2020)
RR
New Jersey(9/24/2010)
RR
New York(9/24/2010)
RR
North Carolina(9/24/2010)
RR
Ohio(1/3/2012)
RR
Texas(9/24/2010)
IAR
Texas(2/26/2019)
RR
Utah(1/3/2024)
RR
Vermont(9/21/2015)
RR
Washington(8/31/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 2/13/1990
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
Current Firm
BF
BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC
BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC | EDWARDS WEALTH MANAGEMENT
CRD#: 297750 / SEC#: 801-113797
RIA
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Contact information
Main Address
One North Brentwood Suite 850, St. Louis, MO 63105
Mailing Address
Phone number
(314) 726-1600
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (42 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,424 |
| AUM (Assets Under Management) | $ 894,040,381 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/23/2025 | ||
| 12/20/2023 | ||
| 10/28/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC
CRD#: 297750St. Louis, MO 63105TRUST BUT VERIFY
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